Send a Payment Request by Text or Email

Modified on Thu, May 28 at 6:20 PM

Sends a payment link to the customer via text message, email, or both. The customer completes payment on their own device. Useful when the customer is not at the counter or has already left the dealership.

Step 1 — Start a Transaction

Before selecting a payment method, you must open the repair order in DealerWorks. The steps differ depending on whether your dealership is integrated with a DMS. Follow the guide that applies to your setup, then return here to process the payment.

Integrated with DMS

Repair orders sync automatically from your DMS

Search for the repair order, confirm the balance, then click Payment →

Without DMS Integration

Enter customer details and the amount manually

Select department, fill in the form, then click Receive Payment →

Step 2 — Send a Payment Request

Once the payment window is open, select the Payment Request tab and follow the steps below.

1In the payment window, select the Payment Request tab.
2Enter the customer's phone number, email address, or both in the contact fields.
3Click Send Payment Request.
4Click Confirm to send the link to the customer.
5Click Done. The customer will receive a secure link by text and/or email. DealerWorks will update the transaction status automatically when they complete payment.

Tips

Monitor the request status (Sent, Delivered, Viewed, Paid) under Open Orders> Payment Requests in the navigation.
If the customer does not receive the link, confirm the phone number or email is correct, then use the three-dot menu to Resend.
Never collect full card numbers, CVV, or expiration dates over phone, text, or email — the payment link handles this securely.

Challenged status: If the request shows Challenged (yellow), the customer's bank has triggered a 3D Secure verification step. Ask the customer to complete the prompt on their device without closing the browser.